Transcript
A bouquet of
Wealth Management
www.finmount.com
A bouquet of Wealth Management
www.finmount.com
Finmount Wealth Management is a leading financial service provider in Delhi. It is a well diversified, financial services company focused on wealth creation for all its investors, such as institutional, corporates, HNIs, NRIs and Retail customers based on creative value-investing ideas.
Our strength lies in its customer-centric approach and a commitment to ensure right amount of money is available to achieve at the right time to meet the various financial goals.
We provide our services in the most economical way together with maintaining the timelines to yield maximum client satisfaction. We believe in ethical business and thus provide our clients with suitable and genuine investments that will result beneficial for them.
FINMOUNT : AT A GLANCE
A bouquet of Wealth Management
www.finmount.com
To address and provide consistent, quality advice for each of specific needs
and to offer highly personalized financial advice that guides towards
achieving goals and creating wealth, during all stages of your life.
Work with you practically to ensure that our advice and strategies always give
you real value in return. That is why we are rewardingly different.
FINMOUNT : VISION
A bouquet of Wealth Management
www.finmount.com
An ambition to provide a high – quality service that delivers strategic advice to
individuals in a unique and personal fashion. Our expert’s philosophy is to
assist our clients maximize their wealth whilst adhering to 3 key principles :
In minimum risk
In optimizing returns
In minimizing fees and taxes
FINMOUNT : MISSION
A bouquet of Wealth Management
www.finmount.com
FINMOUNT : SERVICES
BROKING FINANCIAL PLANNING DISTRIBUTION
LIFE INSURANCE PORTFOLIO ADVISORY GENERAL INSURANCE
A bouquet of Wealth Management
www.finmount.com
FINMOUNT : FINANCIAL PLANNING
Financial Planning is the process of wisely managing your finances so that you can
achieve your dreams and goals – while at the same time helping you negotiate the
financial barriers that inevitably arise in every stage of life.
Managing your personal finances is ultimately your responsibility. However, you don’t
have to do it alone. A qualified financial planner, such as CERTIFIED FINANCIAL
PLANNER (CFP) professional, can help you make decisions that make the most of
your financial resources.
A Certified Financial Planner will put your needs and interest first.
A bouquet of Wealth Management
www.finmount.com
FINMOUNT : FINANCIAL PLANNING
We give importance to your customized priorities, needs,
dreams and aspirations and for it, Finmount Planners
covers below mentioned sections:-
Retirement Planning
Investment Planning
Insurance Planning
Tax Planning
Estate Planning
A bouquet of Wealth Management
www.finmount.com
FINMOUNT : PORTFOLIO ADVISORY
An integrated & customized approach of systematic and
disciplined investments, where we focus on Capital
allocation from a risk-return perspective.
Your Portfolio manage across Fixed Income, Equity,
Mutual Fund and Gold . Professional managers use
quantitative methods and multi manager solutions.
We assure you to take care of your all investments with : Dedicated Equity Advisor
Analyzing of Your Risk Appetite
Strong Research on the basis of CANSLIM
Monitoring your portfolio for efficient profit – booking.
Transparent Transaction
A bouquet of Wealth Management
www.finmount.com
FINMOUNT : INSURANCE
Insurance is becoming an increasingly important part of our
existence, as we opt to protect our valuable possessions from
destruction, damage or theft. While homes, cars, boats and the
like are important to us, so, too, is our ability to earn an
income.
We assure you complete insurance with : Life Insurance
Health Insurance
Motor Insurance
Travel Insurance
Home Insurance
Group Insurance
A bouquet of Wealth Management
www.finmount.com
FINMOUNT : DISTRIBUTION
We provide you perfect and calibrated
investment advisory services with the
core goal of solid returns, risk
minimization and portfolio
diversification at the same time.
We cater complete diversify distribution
products to meet your short-term and
long-term goals:
Mutual Funds / SIPs
Fixed Deposit
NCDs / Bonds
IPOs
A bouquet of Wealth Management
www.finmount.com
FINMOUNT : BROKING
We follows customer – centric approach and provides
investment and trading services for all segments, i.e.
equity, derivative, commodity & currency.
Avail the best trading platform with :
Strong RMS
Online / Offline mode
Leverage on margin limits
Strong Intraday / Delivery Calls
Dedicated Relationship Manager
A bouquet of Wealth Management
www.finmount.com
FINMOUNT : CAN (CHANNEL ASSOCIATE NETWORK)
Trading services for equity, derivatives, commodity
and currency.
A complete chain for insurance & distribution
products.
Professionally managed PAS for your HNI’s clients
Comprehensive Financial Planning by CFP.
Personalized Business Development Manager for each
channel partner.
Transparent & Compliance oriented process with
competitive charges
Research desk support.
Product expert support
A bouquet of Wealth Management
www.finmount.com
FINMOUNT : WHY?
Our focus is on helping individuals make smart decisions about their money. We
will simplify your life by being your one point of contact for all financial matters.
We provide integrated investment, retirement, tax, insurance, wealth accumulation
advice and specialized financial strategies.
We will coordinate all aspects of your financial infrastructure. You will benefit
from having a primary advisor working across all aspects of your financial life.
We will help you align your values and finances in pursuit of your stated goals,
whatever they might be.
A bouquet of Wealth Management
www.finmount.com
FINMOUNT : COMMITTED TO SERVE
Comprehensive wealth management program.
Provide education and information on complex
and changing issues.
Deliver strategic financial advice and innovative
solutions.
Implement a disciplined approach to help you
achieve your lifestyle goals.
Ensure regular contact to review strategy and
address issues.
A bouquet of Wealth Management
www.finmount.com
REACH FINMOUNT AT :
Handfree : +91-9013192140
Email : info@finmount.com
A bouquet of Wealth Management
www.finmount.com
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